Andrea Morris

Mark Stern is a financial advisor at Stone Ridge Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laurel Wealth Advisors and Integrated Wealth Concepts, LLC. Stone Ridge Advisors is an independent, SEC-registered solo-practitioner firm managing approximately $36.5 million for individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing proprietary blended investment models that integrate multiple analytical approaches and emphasize diversification, rebalancing, and a long-term investment horizon.

Takuya Arai is a financial advisor at Benkei Asset Management with 3 years of industry experience. He holds a Series 65 designation and has been associated with Benkei Asset Management since 2011. Outside of his advisory role, Arai is the CEO of an online newsletter focused on U.S. stocks for Japanese investors. Benkei Asset Management is an independent registered adviser serving affluent individual and business clients in the U.S. and abroad, particularly in Japan. The firm employs a combination of fundamental valuation and quantitative analysis to construct concentrated portfolios aimed at long-term capital appreciation.

Michael Hodgson is a financial advisor with LVZ, Inc. in Rock Hill, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc for 12 years before joining LVZ, Inc. in 2021. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, an S-Corp specializing in fixed life and long-term care insurance. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combined fundamental and technical investment process guided by an internal committee, offering portfolios in Classic and Specialty styles implemented mainly through ETFs, mutual funds, and other pooled vehicles.

Anthony Barrese is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret, Grant & Co., Inc. for 17 years. Barrese also operates Anthony Barrese Asset Management, which he has run since 2008. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Linda Barriger is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has been with Prospera since 2009. Outside of her advisory role, Barriger is active in community service as a board member of the Kiwanis Club of Monticello and is a member of Professional Women of Sullivan County. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporations, charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and a combination of firm and third-party portfolio models.

Alex Barrese is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. for five years and has been involved with Anthony Barrese Asset Management since 2018. He also has experience in education, having worked at New Paltz Central School District for thirteen years. Outside of advisory work, Barrese is associated with Lutz, Selig, & Zeronda, CPAs, a tax preparation and accounting firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and integrates advisory and brokerage services to meet a wide range of client needs.